TMTB: PANW yikes!; AMZN DJI add/Bezos finishes selling; 3p roundup (CVNA, W, DOCU); ADI WIX GRMN First Takes; Semianalysis pours cold water on Groq; CFLT Stifel initiates at Buy
Good morning. QQQs are down 70bps, BTC dn 2%, ARKK dn 2%, and China up 2.5%. Big story this morning is PANW miss combined with a pretty horrendous call. Bezos also done selling as AMZN gets added to DJI. Everyone waiting for NVDA print tonight (some good back and forth in TMTB chat this morning about the set up)…
Let’s get to it….
PANW -24% with slight …
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